Introduction

DKLA LLP (“DKLA”) respects your privacy and is committed to protecting it through the practices described in this policy. This privacy policy outlines how we collect, use, and protect your personal information when you visit our website. By using our site, you agree to the terms of this policy.

Information We Collect

At DKLA LLP, we truly understand how important your privacy is. Our main and only goal is to protect your precious personal and financial information as securely as possible.

We may collect the following categories of personal information from you in the normal course of our accounting and consulting business:

• Identifiers and Contact Information such as name, email address, home and mailing address, zip code and phone number.
• Government Identification and Verification Information, such as driver’s license, Social Security number, Tax ID number, passport number, state identification number, or other government-issued identifiers.
• Financial Information, such as brokerage and financial account information, financial/revenue statements and invoices, investment account and portfolio information, lease and mortgage information, payroll, and historical tax audit and filing documents.
• Demographic Information, such as your racial or ethnic origin, gender, age, military status or veteran’s status, which may include protected characteristics under state and federal law.
• Audio, Electronic or Visual Information, such as a photograph or video recording, with your consent, when you attend an online or in-person CALIBRE-hosted event, audio or video recording when you call us, and contents of your emails or other written communications that you send to us.
• Accounting or Financial Regulatory Compliance Information as required for purposes such as client onboarding procedures and conflict assessments, know your client, anti-money laundering, and other due diligence exercises.
• Corporate Operations, Communications, and Other Business Information, such as industry sector, type of work performed, partnership agreements and other corporate documents, employee, contractor and payroll information, and referral information from internal and external sources.
• Other Service Information, such as information necessary for the provision or receipt of Services, including information related to your employees, customers, service providers, and other third parties.

We may supplement the information that you provide to us with information that we receive or obtain from other sources, such as from our staff or personnel, clients, professional advisers, partners, and agents of DKLA, third parties with whom we interact, and publicly available sources.

Some of the above information may be considered Sensitive Personal Information (as defined by applicable laws in certain jurisdictions), and we may use information that you disclose to us to provide and support our Services, comply with our legal obligations, or defend against a legal claim. We do not collect or use Sensitive Personal Information for any other purposes.

Use of Information

We use your Personal Information for our business purposes, including to provide and improve our website and provide client Services, to respond to your inquiries and requests, to prevent fraud and other criminal activity, for marketing purposes, and for other purposes for which we may notify you.

• Provision of accounting, financial, wealth management and other professional services. We use information that you voluntarily provide to us before, during, and after the course of our engagement, such as identifiers and contact information and other information that we may use in connection with our engagement.
• Administration of client relationships. We use identifiers and contact information, financial information, and other Service-related information to administer our relationship with our clients, including processing invoices, updating client records, and addressing client inquiries or feedback.
• Improving our website. We use information derived from Device, Internet and Network to improve the content, functionality and user-friendliness of our website.
• Keeping our websites and IT systems and processes safe. We use identification data, contact details, financial information, and Device, Internet and Network to ensure the security and confidentiality of our website, network, and your data, as well as to prevent illegal activities, including fraud, which could harm you and us.
• Complying with legal and ethical requirements. We use identification data, contact details, and financial information to comply with legal and regulatory requirements, including know-your-client, anti-money laundering or fraud detection purposes, other industry-specific regulatory requirements and fulfillment of our ethical obligations.

Protection of your private information

We regularly train our staff, keep the privacy policy up to date and conduct the risk assessment. Our effort to protect your PII (Personally Identifiable information) is our priority given and used but not limited to any scope.

Cookies

Cookies are very small data files that websites you visit may store on your computer or mobile device that includes an anonymous unique identifier. Our website may use cookies to help identify your computer and keep track of your preferences so that we can tailor your user experience. Third party advertisers may also create and access cookies, which will be subject to their privacy policies. We accept no liability for the use of such third parties’ cookies. If you do not wish cookies to be placed in your PC or mobile device, then they can be disabled by you in your web browser’s security settings.

Outbound Links

We do have links on our website that go to other websites. We make a concerted effort to only link to quality websites that we think will be helpful to our customers. However, we have no control over these websites and we do not take responsibility for their content or privacy practices

Contact Us

If you have any questions and want to report a complaint about our privacy policy, you can contact us as follows:

DKLA LLP
CA License #7631

1301 W Valencia Dr, Ste 100
Fullerton CA 92833
(714) 886-6158
info@dklacpa.com

You may also notify our regulatory body “California Board of Accountancy”

We will not take retaliatory action against you if you file a complaint about our privacy policy.